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Beaird Harris Wealth Management’s Cboe Global Markets CBOE Stock Holding History

Beaird Harris Wealth Management’s Portfolio CBOE Stock Details CBOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5
Closed -$627 – 522
2022
Q4 		$627 Buy
+5
New +$617 ﹤0.01% 677

Other funds holding CBOE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Beaird Harris Wealth Management's CBOE Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Cboe Global Markets (CBOE) in Q1 2023, closing a stake of 5 shares — an estimated $627 sold.

Beaird Harris Wealth Management first reported a position in CBOE in Q4 2022 and held it in 1 quarter. The position peaked at $627 in Q4 2022. 568 funds tracked by Wall St. Rank hold CBOE as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Cboe Global Markets position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 5 Cboe Global Markets shares in Q1 2023, an estimated $627.
  • Beaird Harris Wealth Management first reported a position in Cboe Global Markets in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Cboe Global Markets position peaked at $627 in Q4 2022.
  • 568 funds tracked by Wall St. Rank held Cboe Global Markets as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.